Custom Single‑Entry Field Service with Automated Billing and 360° Visibility
Overview
American Environmental Group (AEG) is a U.S.-based environmental consulting firm helping clients maintain healthy, sustainable indoor environments. During a period of rapid growth in 2016–2017, their internal operations lagged behind. Staff were bogged down with repetitive data entry and a fragmented, manual billing process that introduced delays, errors, and inefficiencies.
Technicians and office staff had to input the same job information into up to ten separate data fields across multiple systems—resulting in duplication, inconsistency, and lost time. On top of that, AEG’s specialized billing structure couldn’t be automated in standard software, requiring manual calculations for every invoice.
To keep up with demand and scale smoothly, AEG needed a solution that could unify workflows, automate custom billing, and provide real-time visibility—all within their existing Salesforce ecosystem.
The Challenge
Managing field operations had become a major bottleneck. AEG’s legacy process required:
Fragmented Data Entry: Technicians and staff re-entered job details into disconnected tools, increasing errors and reducing productivity.
Inflexible Billing Systems: Their unique rate structure couldn't be modeled using out-of-the-box tools—forcing manual invoicing.
Lack of Operational Visibility: Without centralized data, leadership lacked a clear view of work orders, contracts, and job status.
Limited Scalability: Their systems couldn’t grow with the business, and lacked support for ongoing enhancements.
“All our notes were manual. We wanted something that could incorporate a single point of entry in the office.” — Kerriann Barkley, Director of Corporate Innovation, AEG
Solution Implemented
AEG partnered with BiznusSoft Field Service to implement a Salesforce-native platform that was fully tailored to their operations.
At the center of this transformation was a custom-built, single-entry workflow. Rather than juggling multiple disconnected fields, technicians now enter job data once—streamlining the process from scheduling to billing to reporting. This eliminated ten redundant data fields and drastically reduced administrative overhead.
AEG also gained a custom billing engine that models their complex rate logic in real time. Invoices are now automatically calculated with accurate rates tied to job specifics—removing the need for manual billing and ensuring nothing gets missed.
BiznusSoft centralized all critical job data—contacts, work orders, contracts, quotes—into a single, unified interface, giving leadership 360-degree visibility and enabling faster, more confident decision-making.
And the partnership didn’t stop at go-live. AEG receives ongoing, hands-on support from a dedicated specialist who provides real-time tweaks, training, and guidance as their needs evolve.
Key Features Delivered
Single Point of Entry: One job entry screen replaces ten fragmented fields—no more duplicate inputs.
360° Account View: Unified interface for all account, job, and document data.
Automated Custom Billing: Unique billing logic is applied in real time, with no manual steps.
Real-Time Dashboards: Live insights into technician status, billing progress, and project pipelines.
Dedicated Support: A named expert ensures the system grows with AEG’s evolving operations.
The Results
With one platform to manage field service, AEG has dramatically improved efficiency across the board.
Reduced Admin Time: Technicians no longer waste time re-entering the same data—freeing them up to focus on client service.
Faster, More Accurate Billing: Invoices are generated automatically and reflect the true complexity of AEG’s pricing—no errors, no lost revenue.
Smarter Operations: Leadership now has real-time visibility into projects, allowing them to track progress, remove bottlenecks, and scale confidently.
Stronger Partnership: With BiznusSoft, AEG has more than software—they have a support team committed to their long-term success.
Conclusion
AEG’s transformation proves that the best field service solutions aren’t one-size-fits-all—they’re built to fit. With a configurable, Salesforce-native platform from BiznusSoft, AEG replaced friction with flow, manual billing with automation, and fragmented data with full visibility.
Now they’re equipped to grow—with the tech and partnership to match.
See how BiznusSoft Field Service can help your team consolidate workflows and automate complex billing on Salesforce.